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Alma Eikoh Japan Large Cap Equity Fd I EUR Hdg C

classificato 37 su 81 di - Giappone su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Sara Gardiner-Hill

Sara Gardiner-Hill is a portfolio manager on Eikoh's Japanese equity funds. Prior to its establishment in 2012, Sara spent eleven years at Deutsche Asset Management where, after a short spell as a relationship manager, she joined co-manager James Pulsford on their Japanese equity hedge fund strategies. Sara is a CFA Charterholder as well as a Fellow of the Securities Institute and holds a BA from Oxford University.

Karl Hammond

Before joining the team which founded Eikoh, Karl Hammond was a fund manager on a number of Japanese and Global funds within Deutsche Asset Management's Global Diversified business and Deutsche Bank's Global Investment Management institutional and private client equity business. He is a CFA Charterholder and holds a first class BA from the University of Nottingham.

James Pulsford

James Pulsford is the CEO and CIO of Eikoh Research Investment Management. He has been investing in Japanese equities for over 25 years with experience both domestically and internationally. Prior to the establishment of Eikoh in 2012, James was a managing director at Deutsche Bank Asset Management UK where, as head of Japanese equities, he was responsible for managing both long only and hedge fund assets. He is fluent in Japanese and holds a BA from Oxford University.

Obiettivo

The objective of the Sub-Fund is to seek long-term capital appreciation, where it intends to invest its assets principally in equity securities and equity related securities issued by Japanese companies or non-Japanese companies whose shares trade on a Japanese exchange or that the Investment Manager determines are otherwise actively traded in Japan including in the form of Japanese Depository Receipts and Japanese Depository Shares, as well as the securities of companies with substantial economic exposure to Japan. The Sub-Fund may invest, in addition, in the securities of issuers that may trade principally or only outside Japan.

Performance

Giappone su un periodo di : 31/08/2017 - 31/08/2018
  • Classificazione 37/81 Rendimento totale
  • Classificazione 80/81 Deviazione Standard
  • Classificazione 81/81 Perdita Massima
Nome del Fondo Currency Ritorno
35 Schroder ISF Japanese Equity B Acc EUR

10,2%

36 Invesco Japanese Equity Dividend Growth Fund A-Acc EUR

10,2%

37 Alma Eikoh Japan Large Cap Equity Fd I EUR Hdg C

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

10,1%

38 Franklin Japan A (acc) JPY EUR

10,0%

39 NEW CAP FUND LUX-Japanese Stocks A EUR

9,5%

Nome del Fondo Currency Risk
77 NEF - Pacific Equity R EUR

11,8

78 M&G Japan EUR A Acc EUR

11,9

79 LUX IM Pictet Asian Equities DL Cap EUR EUR

13,0

80 Alma Eikoh Japan Large Cap Equity Fd I EUR Hdg C

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

13,2

81 Yuki Japan Rebounding Growth EUR

13,8

Nome del Fondo Currency Perdita
77 Allianz Japan Equity - A - USD EUR

-7,8%

78 Edmond de Rothschild Japan C EUR

-8,1%

79 M&G Japan EUR A Acc EUR

-8,4%

80 LUX IM Pictet Asian Equities DL Cap EUR EUR

-8,4%

81 Alma Eikoh Japan Large Cap Equity Fd I EUR Hdg C

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-10,5%

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -8,8% -0,2%
2017 26,8% 0,8% 5,6% 3,8% 14,9%
2016 0,7% -14,8% -6,2% 8,1% 16,5%
2015 20,2% 15,8% 7,5% -12,4% 10,3%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Francia
  3. Germania
  4. Italia
  5. Lussemburgo
  6. Svizzera

Informazioni sul fondo

  • Inizio collocamento11/12/2014
  • Dimensione share class09Mn
  • Valuta di baseEUR
  • ISIN LU1013116782
  • L'esposizione valutaria coperta (dal rischio)

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo250.000
  • Investimento aggiuntivo minimo1.000

Commissioni

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).